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Have you ever experienced the tangled web of finances? As former health coaches and athletes, we understand it takes more than just advice to help someone succeed. That's why we built a unique team-centered process, that will match your goals and objectives to solutions ideal for you and your family or business.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
What are the tax advantages of an annuity?
What are my needs for burial and final expenses?
I'm retired, how long will my savings last?
How much Life Insurance do I need?
